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Oversea-Chinese Banking Corp (OCBC)’s Welltower WELL Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23M Sell
101,287
-763
-0.7% -$161K 0.49% 50
2026
Q1 		$20.2M Sell
102,050
-2,917
-3% -$576K 0.54% 41
2025
Q4 		$19.5M Sell
104,967
-16,441
-14% -$3.07M 0.51% 42
2025
Q3 		$21.6M Sell
121,408
-1,204
-1% -$198K 0.53% 42
2025
Q2 		$18.8M Buy
122,612
+906
+0.7% +$135K 0.52% 45
2025
Q1 		$18.6M Sell
121,706
-11,512
-9% -$1.64M 0.53% 49
2024
Q4 		$16.8M Sell
133,218
-24,804
-16% -$3.26M 0.47% 48
2024
Q3 		$20.2M Buy
158,022
+32,889
+26% +$3.84M 0.56% 45
2024
Q2 		$13M Buy
125,133
+2,568
+2% +$252K 0.38% 59
2024
Q1 		$11.5M Sell
122,565
-12,841
-9% -$1.16M 0.34% 69
2023
Q4 		$12.2M Sell
135,406
-23,615
-15% -$2.05M 0.43% 56
2023
Q3 		$13M Sell
159,021
-7,103
-4% -$584K 0.59% 52
2023
Q2 		$13.4M Buy
166,124
+807
+0.5% +$62.2K 0.64% 45
2023
Q1 		$11.9M Sell
165,317
-42,564
-20% -$3.09M 0.59% 48
2022
Q4 		$13.6M Buy
+207,881
New +$13.4M 0.79% 38

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s WELL Position: Q2 2026 in Review

Oversea-Chinese Banking Corp (OCBC) reduced its Welltower (WELL) stake by 0.75% in Q2 2026, selling an estimated $161K and leaving 101,287 shares worth $23M. The position accounts for 0.49% of the portfolio, ranked #50.

Oversea-Chinese Banking Corp (OCBC) first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Oversea-Chinese Banking Corp (OCBC) held 101,287 shares of Welltower worth $23M as of Q2 2026.
  • Oversea-Chinese Banking Corp (OCBC) sold 763 Welltower shares in Q2 2026, an estimated $161K.
  • Welltower made up 0.49% of Oversea-Chinese Banking Corp (OCBC)'s portfolio in Q2 2026, its #50 holding.
  • Oversea-Chinese Banking Corp (OCBC) first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q2 2026, filed 11 Aug 2026.